Contributions Analyst II

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500

Description

• The Contribution Analyst II monitors ineligible contribution files and posts results to the Relius platform in accordance with internal PCS protocols. • Works with internal and external customers to resolve account issues and provides concise resolutions. • Provides support to the Contributions team with various projects as needed. • Monitors incoming contribution requests and reviews within 24 hours. • Evaluate requests, ensure required documentation is provided, determine necessary processing, and communicate required action accordingly within strict timeframe. • Monitors all incoming payroll feeds from external vendors. • Responsible for all incoming cash across all platforms. • Oversees pending contribution files on the system. • Monitors ineligible participant contributions and posting errors. • Process payroll and contribution corrections for both internal and external errors. • Evaluate each individual scenario and determine appropriate course of action based upon various factors. • Process from start to finish based upon predetermined methodology and ensure completion within strict timeframe. • Manages escalated requests from both internal and external customers. • Evaluate each individual scenario and prioritize tasks to guarantee timely resolution. • Contact internal customers to resolve account issues and provide concise written and/or oral communication regarding corrective action taken. • Perform additional responsibilities as assigned by manager.

Requirements

• Bachelor’s Degree preferred • 2-3 year of experience working with retirement plans or within the finance industry preferred • Relius experience preferred • Salesforce experience preferred • Excellent written and oral communication skills • Proficient in Microsoft Office, with focus on Excel • Self-Starter, highly self-motivated, ability to work independently and problem-solve • Proven ability to work in high pressure environment with time sensitive deadlines • Possesses the ability to display a range of characteristics, including calmness under pressure, motivation to learn, a positive attitude, excellent communication, and interpersonal skills • Possesses a strong attention to detail

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off